Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Insight Enterprises Inc (NSIT)

285 + Investors. Track Smart Money conviction in NSIT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — NSIT

Based on 287 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added NSIT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 82% of 3.0Y peak

82% of all-time peak
287 funds currently hold this stock — 82% of the 3.0-year high of 350 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 13% fewer funds vs a year ago

fund count last 6Q
43 fewer hedge funds hold NSIT compared to a year ago (-13% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 57% buying

174 buying132 selling
Last quarter: 174 funds bought or added vs 132 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 37 → 31 → 59 → 52. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 16% medium ■ 17% new
194 out of 287 hedge funds have held NSIT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -4%, value -21%

Value
-21%
Shares
-3%
Last quarter: funds added -4% more shares while total portfolio value only changed -21%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

52 → 37 → 31 → 59 → 52 new funds/Q
New funds entering each quarter: 37 → 31 → 59 → 52. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 72% veterans vs 18% newcomers

■ 72% veterans ■ 10% 1-2yr ■ 18% new
Entry-cohort mix of 290 holders: 210 (72%) are 2+ year veterans, 29 entered 1–2 years ago, and 51 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
54 of 287 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in NSIT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NSIT

In 2026 Q1, 174 hedge funds were net buyers of NSIT (52 opened a new position, 122 added to an existing one), while 132 reduced or exited (83 trimmed, 49 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 43% of total institutional value in NSIT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 287.

Hedge Fund Ownership: NSIT

How many hedge funds hold NSIT — quarterly history vs. share price
Quarterly hedge fund ownership of NSIT vs. share price

Market Analysis: NSIT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NSIT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Insight Enterprises Inc (NSIT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NSIT has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
NSIT
nan%
XLK
nan%

NSIT outperformed XLK by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
NSIT
nan%
XLK
nan%

Since the filing became public, NSIT outperformed XLK by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 1 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: NSIT
285 + Investors

Track Smart Money conviction in NSIT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 285 284 0.35%
13F Shares 30M 31M -3.67%
Total Value $1.99B $2.52B -21.34%
New Positions 51 59 -8
Increased Positions 120 102 +18
Closed Positions 50 63 -13
Reduced Positions 83 90 -7
Total Calls 1 1 -
Total Puts 2 0 100%
PUT/CALL Ratio 2.0 0.0 Bearish

Statistics: NSIT

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

285 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NSIT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 NSIT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Medina Value Partners, LLC 4.75% 338,220 $22.7M
2 Kestrel Investment Management Corp 2.55% 63,750 $4.3M
3 Paradigm Capital Management Inc/Ny 2.45% 955,933 $64.1M
4 Fiduciary Management Inc /Wi/ 1.56% 1,875,277 $125.7M
5 Speece Thorson Capital Group Inc 1.29% 84,435 $5.7M
6 Cascade Investment Advisors, Inc. 0.44% 10,995 $737K
7 Aristotle Capital Boston, LLC 0.43% 103,129 $6.9M
8 Country Trust Bank 0.38% 298,943 $20.0M
9 Atom Investors LP 0.38% 78,849 $5.3M
10 Frontier Capital Management Co LLC 0.35% 505,311 $33.9M
11 Legacy Bridge, LLC 0.27% 10,415 $698K
12 Diversified Management Inc 0.24% 20,716 $1.4M
13 Scientech Research LLC 0.23% 4,198 $281K
14 Dynamic Technology Lab Private Ltd 0.23% 21,390 $1.4M
15 Fox Run Management, L.L.C. 0.21% 18,938 $1.2M
16 Twinbeech Capital LP 0.19% 27,970 $1.9M
17 Edgestream Partners, L.P. 0.18% 82,356 $5.5M
18 Oxford Asset Management LLP 0.16% 5,440 $365K
19 WINTON GROUP Ltd 0.15% 64,897 $4.3M
20 Aigen Investment Management, LP 0.15% 8,715 $584K
21 Bayforest Capital Ltd 0.15% 1,972 $132K
22 Optimize Financial Inc 0.14% 4,133 $277K
23 Headlands Technologies LLC 0.12% 15,701 $1.1M
24 Occudo Quantitative Strategies LP 0.09% 23,348 $1.7M
25 Sendero Wealth Management, LLC 0.09% 12,438 $833K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Insight Enterprises Inc (NSIT)

What does the Smart Money Trend signal show for NSIT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added NSIT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NSIT?

Slight buying edge — 57% buying: Last quarter: 174 funds bought or added vs 132 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NSIT holders?

Elite ownership — 43% AUM from top-100 funds: 54 of 287 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in NSIT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held NSIT?

68% of holders stayed for 2+ years: 194 out of 287 hedge funds have held NSIT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Insight Enterprises Inc (NSIT) following the 2026 Q1 hedge fund 13F filings?

As of today, NSIT has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLK sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), NSIT has gained nan% vs nan% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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